Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Southeastern Regional Medical Center Tax-Deferred Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southeastern Regional Medical Center Β· North Carolina Β· Healthcare & Social Assistance

What the 2023 filing shows

Southeastern Regional Medical Center Tax-Deferred Savings Plan holds $123M for 2,074 participants - about $59,100 per participant, up 6.3% over the 2023 plan year.

$123M
total plan assets (2023 EOY)
2,074
covered participants
$59,100
avg assets per participant
+6.3%
assets growth YoY
Total Assets (2023)
$123M
Participants
2,074
Industry
Healthcare & Social Assistance

What the Filing Says About Southeastern Regional Medical Center Tax-Deferred Savings Plan

Southeastern Regional Medical Center Tax-Deferred Savings Plan is a Profit Sharing retirement plan sponsored by Southeastern Regional Medical Center, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $123M in total end-of-year assets and covers 2,074 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560530233, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115M at the beginning of 2023 to $123M at year-end β€” a gain of 6.3%. Net assets (after liabilities) closed the year at $123M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$115M
Total Assets (End of Year)$123M
Net Assets (End of Year)$123M
Net Income$7M
Plan TypeProfit Sharing
Employer EIN560530233
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Regional Medical Center)

Year Plans Participants Total Assets
2022 1 2,190 $115M
2023 1 2,074 $123M
2024 1 2,241 $127M

Nearby Profit Sharing Plans in North Carolina

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Frequently Asked Questions

How much money is in the Southeastern Regional Medical Center Tax-Deferred Savings Plan?
As of the 2023 Form 5500 filing, Southeastern Regional Medical Center Tax-Deferred Savings Plan holds $123M in total assets with 2,074 participants. It is sponsored by Southeastern Regional Medical Center.
What type of plan is Southeastern Regional Medical Center Tax-Deferred Savings Plan?
Southeastern Regional Medical Center Tax-Deferred Savings Plan is a Profit Sharing plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 560530233.
Who sponsors the Southeastern Regional Medical Center Tax-Deferred Savings Plan?
Southeastern Regional Medical Center Tax-Deferred Savings Plan is sponsored by Southeastern Regional Medical Center, located in North Carolina. The sponsor's EIN is 560530233 and the plan operates in the Healthcare & Social Assistance industry.
How did Southeastern Regional Medical Center Tax-Deferred Savings Plan perform in 2023?
Southeastern Regional Medical Center Tax-Deferred Savings Plan grew by 6.3% during 2023, moving from $115M to $123M in total assets. Net income was $7M.
Where can I find official filings for Southeastern Regional Medical Center Tax-Deferred Savings Plan?
Official Form 5500 filings for Southeastern Regional Medical Center Tax-Deferred Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560530233 or plan name at efast.dol.gov.
How does Southeastern Regional Medical Center Tax-Deferred Savings Plan compare to other plans?
You can compare Southeastern Regional Medical Center Tax-Deferred Savings Plan against other Profit Sharing plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 560530233.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.